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Tze Chem
and
Clive Webb
This course is designed for accountancy, finance and business professionals working in all organisations from small business, large corporates or financial services or who are just interested in learning more about these new and exciting technologies and how they can transform organisational processes and customer experiences of services and products. With a focus on practical skills throughout, this course provides the ability to apply skills as well as understand them.
Register for this course and see more details by visiting:
OpenCourser.com/course/gj5uco/robotic
What's inside
Learning objectives
- Understand how automation can assist in the efficiency of the finance function
- Identify how the use of automation can support the organisational strategy
- Correctly identify the opportunities for automation in their function
- Be able to develop a business case for investment in automation
- Appreciate the range of tools that can be used and how to select the right one for your business case
- How to plan the implementation of an automation solution to realise benefits and maximise efficiencies
- Understand how automation can assist in the efficiency of the finance function
- Identify how the use of automation can support the organisational strategy
- Correctly identify the opportunities for automation in their function
- Be able to develop a business case for investment in automation
- Appreciate the range of tools that can be used and how to select the right one for your business case
- How to plan the implementation of an automation solution to realise benefits and maximise efficiencies
Syllabus
1. What is Intelligent Automation
The concept
Why finance functions need to transform
The nature of the opportunity
Read more
Syllabus
1. What is Intelligent Automation
The concept
Why finance functions need to transform
The nature of the opportunity
Read more
Target operating model for finance
Role of the finance function in decision making
Data governance – one version of the truth
IA and process improvement
Relation between IA and process optimisation
How clean do your processes need to be?
The tools in overview
Robotic Process Automation
Machine Learning and Artificial Intelligence
Python
How it is delivered ?
Overview of software
End-user vs. formal IT project
Agile project approaches
2. Process optimisation
Approach
Role of automation
Workflow management
Design thinking
Implication on headcount
3. Choosing the solution
Approach
Business issues facing finance
Correctly identify the problem / opportunity
Opportunity
What type of processes are you looking to automate?
Repetitive processes vs. judgement
Evaluating candidates
Is RPA the right solution?
Repetition and frequency
Data manipulation
Types of RPA solution
Do-it yourself – user level using publicly available / free tools, such as Python
Off-the-shelf – package software
Customised – vendor developed bespoke solutions
Selecting the appropriate solution
4. Do-it-yourself
Python based solutions
What is Python?
Application of Python to finance problems?
Machine Learning in context of finance
Examples
Where Python based solutions are
Case studies
Practical examples using Python skills
Skills and resources
Skills needed to implement such a solution
Resources needed
5. Off-the-shelf
Vendor landscape
Nature of RPA tools available
Demonstration
Case study of implementation
Scenario/lab exercise
Simple process definition exercise
6. Customised RPA
Overview
Where customised RPA may be applicable
Identifying procurement process
7. Comparing options
Case study
Exercise on selecting right approach
8. Developing the business case
Business case
Defining the problem
Establishing the benefits
Identifying the processes
Project team structure
Risk management and governance
Activity
Walk-through exercise of business case
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Teaches professionals in accounting, finance, and business practical skills in intelligent automation to transform organizational processes
Instructors Clive Webb and Tze Chem are industry experts who provide practical guidance throughout the course
Covers a range of topics from process optimization to AI and Python, providing a comprehensive understanding of intelligent automation
Explores the challenges of implementing intelligent automation solutions and how to overcome them
Practical examples and case studies enhance the understanding of the concepts and applications of intelligent automation
Requires some background knowledge in finance and business processes to fully benefit from the course
Save this course
Save Robotic process and intelligent automation for finance to your list so you can find it easily later:
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Activities
Be better prepared
before
your course. Deepen your understanding
during
and
after
it. Supplement your coursework and achieve mastery of the topics covered
in Robotic process and intelligent automation for finance with these
activities:
Find a mentor with experience in Intelligent Automation
Show steps
A mentor with experience in Intelligent Automation can provide valuable guidance and support throughout your learning journey, enhancing your understanding and skills.
Browse courses on
Intelligent Automation
Show steps
-
Identify potential mentors through professional networks, industry events, or online platforms.
-
Reach out to potential mentors and express your interest in learning from them.
Compile resources on Intelligent Automation best practices
Show steps
This activity will help you gather and organize valuable resources on Intelligent Automation best practices, providing you with a comprehensive repository for future reference.
Browse courses on
Intelligent Automation
Show steps
-
Conduct research to identify reputable sources on Intelligent Automation best practices.
-
Collect and organize articles, white papers, case studies, and other relevant materials.
-
Create a central repository for these resources, such as a shared drive or online platform.
Review the concepts of Intelligent Automation
Show steps
This activity will help you reinforce your understanding of the key concepts of Intelligent Automation, providing a solid foundation for the course.
Browse courses on
Intelligent Automation
Show steps
-
Read the course materials on Intelligent Automation.
-
Complete the practice exercises on the course platform.
-
Participate in online discussions about Intelligent Automation.
Five other activities
Expand to see all activities and additional details
Show all eight activities
Attend a workshop on Intelligent Automation in Finance
Show steps
This workshop will provide you with an opportunity to learn from experts and network with peers, enhancing your knowledge and understanding of Intelligent Automation in a practical setting.
Browse courses on
Intelligent Automation
Show steps
-
Research and identify a relevant workshop.
-
Register for the workshop.
-
Attend the workshop and actively participate in discussions.
Explore Python libraries for Intelligent Automation
Show steps
This activity will enhance your practical skills in using Python libraries for Intelligent Automation, equipping you with hands-on experience.
Browse courses on
Python
Show steps
-
Identify the Python libraries relevant to Intelligent Automation.
-
Follow online tutorials or documentation to learn how to use these libraries.
-
Implement small projects using these libraries to practice your skills.
Develop a prototype for an Intelligent Automation solution
Show steps
This activity will allow you to apply your knowledge and skills to create a tangible solution, fostering a deeper understanding of Intelligent Automation.
Browse courses on
Intelligent Automation
Show steps
-
Define the problem or opportunity you want to address with Intelligent Automation.
-
Design the solution architecture and identify the required components.
-
Develop a prototype using appropriate tools and technologies.
-
Test and evaluate the prototype.
-
Refine and improve the prototype based on feedback.
Mentor others who are interested in Intelligent Automation
Show steps
Mentoring others will reinforce your knowledge and understanding of Intelligent Automation while also contributing to the growth and development of others in the field.
Browse courses on
Intelligent Automation
Show steps
-
Identify platforms or opportunities where you can share your knowledge and support others who are interested in Intelligent Automation.
-
Actively participate in online forums or discussion groups.
-
Offer one-on-one guidance and support to those who seek it.
Implement an Intelligent Automation solution in a real-world scenario
Show steps
This project will provide you with a comprehensive experience in implementing an Intelligent Automation solution, bridging the gap between theory and practice.
Browse courses on
Intelligent Automation
Show steps
-
Identify a suitable use case and gather requirements.
-
Design and develop the solution.
-
Test and deploy the solution.
-
Monitor and evaluate the solution's performance.
-
Present the results and share your experience.
Find a mentor with experience in Intelligent Automation
Show steps
A mentor with experience in Intelligent Automation can provide valuable guidance and support throughout your learning journey, enhancing your understanding and skills.
Browse courses on
Intelligent Automation
Show steps
Show steps
Show steps
- Identify potential mentors through professional networks, industry events, or online platforms.
- Reach out to potential mentors and express your interest in learning from them.
Compile resources on Intelligent Automation best practices
Show steps
This activity will help you gather and organize valuable resources on Intelligent Automation best practices, providing you with a comprehensive repository for future reference.
Browse courses on
Intelligent Automation
Show steps
Show steps
Show steps
- Conduct research to identify reputable sources on Intelligent Automation best practices.
- Collect and organize articles, white papers, case studies, and other relevant materials.
- Create a central repository for these resources, such as a shared drive or online platform.
Review the concepts of Intelligent Automation
Show steps
This activity will help you reinforce your understanding of the key concepts of Intelligent Automation, providing a solid foundation for the course.
Browse courses on
Intelligent Automation
Show steps
Show steps
Show steps
- Read the course materials on Intelligent Automation.
- Complete the practice exercises on the course platform.
- Participate in online discussions about Intelligent Automation.
Five other activities
Expand to see all activities and additional details
Show all eight activities
Attend a workshop on Intelligent Automation in Finance
Show steps
This workshop will provide you with an opportunity to learn from experts and network with peers, enhancing your knowledge and understanding of Intelligent Automation in a practical setting.
Browse courses on
Intelligent Automation
Show steps
Show steps
Show steps
- Research and identify a relevant workshop.
- Register for the workshop.
- Attend the workshop and actively participate in discussions.
Explore Python libraries for Intelligent Automation
Show steps
This activity will enhance your practical skills in using Python libraries for Intelligent Automation, equipping you with hands-on experience.
Browse courses on
Python
Show steps
Show steps
Show steps
- Identify the Python libraries relevant to Intelligent Automation.
- Follow online tutorials or documentation to learn how to use these libraries.
- Implement small projects using these libraries to practice your skills.
Develop a prototype for an Intelligent Automation solution
Show steps
This activity will allow you to apply your knowledge and skills to create a tangible solution, fostering a deeper understanding of Intelligent Automation.
Browse courses on
Intelligent Automation
Show steps
Show steps
Show steps
- Define the problem or opportunity you want to address with Intelligent Automation.
- Design the solution architecture and identify the required components.
- Develop a prototype using appropriate tools and technologies.
- Test and evaluate the prototype.
- Refine and improve the prototype based on feedback.
Mentor others who are interested in Intelligent Automation
Show steps
Mentoring others will reinforce your knowledge and understanding of Intelligent Automation while also contributing to the growth and development of others in the field.
Browse courses on
Intelligent Automation
Show steps
Show steps
Show steps
- Identify platforms or opportunities where you can share your knowledge and support others who are interested in Intelligent Automation.
- Actively participate in online forums or discussion groups.
- Offer one-on-one guidance and support to those who seek it.
Implement an Intelligent Automation solution in a real-world scenario
Show steps
This project will provide you with a comprehensive experience in implementing an Intelligent Automation solution, bridging the gap between theory and practice.
Browse courses on
Intelligent Automation
Show steps
Show steps
Show steps
- Identify a suitable use case and gather requirements.
- Design and develop the solution.
- Test and deploy the solution.
- Monitor and evaluate the solution's performance.
- Present the results and share your experience.
Career center
Learners who complete Robotic process and intelligent automation for finance will develop knowledge and skills
that may be useful to these careers:
Robotic Process Automation (RPA) Developer
Robotic Process Automation (RPA) Developer
RPA developers design, develop, and implement RPA solutions. This course can help you develop the skills needed to be a successful RPA developer, including programming, process mapping, and data analysis. The course also provides an overview of IA, which is increasingly being used by businesses to improve efficiency and productivity in RPA development.
Financial Analyst
Financial Analyst
Financial analysts help businesses make informed decisions about investments and financial planning. This course can help you develop the skills needed to be a successful financial analyst, including financial modeling, data analysis, and investment analysis. The course also provides an overview of RPA and IA, which are increasingly being used by businesses to improve efficiency and productivity in financial operations.
Operations Manager
Operations Manager
Operations managers are responsible for planning, organizing, and controlling the operations of a business. This course can help you develop the skills needed to be a successful operations manager, including process improvement, project management, and supply chain management. The course also provides an overview of RPA and IA, which are increasingly being used by businesses to improve efficiency and productivity in operations.
Process Engineer
Process Engineer
Process engineers design and improve processes for manufacturing and other industries. This course can help you develop the skills needed to be a successful process engineer, including process mapping, data analysis, and simulation. The course also provides an overview of RPA and IA, which are increasingly being used by businesses to improve efficiency and productivity in process engineering.
Management Consultant
Management Consultant
Management consultants help businesses improve their performance by providing advice on strategy, operations, and technology. This course can help you develop the skills needed to be a successful management consultant, including problem-solving, communication, and teamwork. The course also provides an overview of RPA and IA, which are increasingly being used by businesses to improve efficiency and productivity.
Project Manager
Project Manager
Project managers are responsible for planning, organizing, and executing projects. This course can help you develop the skills needed to be a successful project manager, including project planning, risk management, and stakeholder management. The course also provides an overview of RPA and IA, which are increasingly being used by businesses to improve efficiency and productivity in project management.
Business Analyst
Business Analyst
Business analysts help companies improve their performance by analyzing business processes and recommending solutions to problems. This course can help you develop the skills needed to be a successful business analyst, including process mapping, data analysis, and problem-solving. The course also provides an overview of robotic process automation (RPA) and intelligent automation (IA), which are increasingly being used by businesses to improve efficiency and productivity.
Software Engineer
Software Engineer
Software engineers design, develop, and maintain software applications. This course can help you develop the skills needed to be a successful software engineer, including programming, software design, and testing. The course also provides an overview of RPA and IA, which are increasingly being used by businesses to improve efficiency and productivity in software engineering.
Systems Analyst
Systems Analyst
Systems analysts design and implement computer systems. This course can help you develop the skills needed to be a successful systems analyst, including systems analysis, design, and implementation. The course also provides an overview of RPA and IA, which are increasingly being used by businesses to improve efficiency and productivity in systems analysis and design.
Quality Assurance Analyst
Quality Assurance Analyst
Quality assurance analysts are responsible for ensuring the quality of products and services. This course can help you develop the skills needed to be a successful quality assurance analyst, including testing, inspection, and data analysis. The course also provides an overview of RPA and IA, which are increasingly being used by businesses to improve efficiency and productivity in quality assurance.
Auditor
Auditor
Auditors examine financial records to ensure accuracy and compliance with regulations. This course may be useful for auditors who want to learn more about RPA and IA and how these technologies can be used to improve efficiency and productivity in auditing.
Tax Preparer
Tax Preparer
Tax preparers prepare and file tax returns for individuals and businesses. This course may be useful for tax preparers who want to learn more about RPA and IA and how these technologies can be used to improve efficiency and productivity in tax preparation.
Financial Planner
Financial Planner
Financial planners help individuals and families plan for their financial future. This course may be useful for financial planners who want to learn more about RPA and IA and how these technologies can be used to improve efficiency and productivity in financial planning.
Bookkeeper
Bookkeeper
Bookkeepers maintain financial records for businesses and individuals. This course may be useful for bookkeepers who want to learn more about RPA and IA and how these technologies can be used to improve efficiency and productivity in bookkeeping.
Accountant
Accountant
Accountants prepare and maintain financial records for businesses and individuals. This course may be useful for accountants who want to learn more about RPA and IA and how these technologies can be used to improve efficiency and productivity in accounting.
For more career information including salaries, visit:
OpenCourser.com/course/gj5uco/robotic
Reading list
We've selected six books
that we think will supplement your
learning. Use these to
develop background knowledge, enrich your coursework, and gain a
deeper understanding of the topics covered in
Robotic process and intelligent automation for finance.
Save
Provides a comprehensive overview of Robotic Process Automation (RPA), including its benefits, challenges, and implementation strategies. It useful reference for professionals looking to understand and implement RPA in their organizations.
This pocket toolbook provides a quick reference guide to 100 Lean Six Sigma tools. It useful resource for professionals who want to improve their knowledge of Lean Six Sigma and its applications.
Provides a non-technical introduction to AI for business leaders. It covers topics such as the different types of AI, its applications, and its potential impact on businesses.
Provides a comprehensive overview of using Python for finance, including data analysis and modeling. It valuable resource for anyone interested in learning more about the topic.
Provides a comprehensive overview of intelligent automation, including the benefits and challenges of these technologies. It valuable resource for anyone interested in learning more about the topic.
Provides a comprehensive overview of machine learning for accountants, including the applications and algorithms used in the field. It valuable resource for anyone interested in learning more about the topic.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/gj5uco/robotic
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Effort
3 to 4 hours per week for 4 weeks
Level
Intermediate
Via
edX
Institution
ACCA
Instructors
Tze Chem
Clive Webb
Language
English
Transcript
English
This course belongs to a
collection
called
FinTech for Finance and Business Leaders. It's comprised of three courses:
- Machine learning with Python for finance professionals
- Manage the cyber threat for finance professionals
- Robotic process and intelligent automation for finance (viewing)
Good to know
Teaches professionals in accounting, finance, and business practical skills in intelligent automation to transform organizational processes
Instructors Clive Webb and Tze Chem are industry experts who provide practical guidance throughout the course
Covers a range of topics from process optimization to AI and Python, providing a comprehensive understanding of intelligent automation
Explores the challenges of implementing intelligent automation solutions and how to overcome them
Practical examples and case studies enhance the understanding of the concepts and applications of intelligent automation
Requires some background knowledge in finance and business processes to fully benefit from the course
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